CitiGold Relationship Banker at BANAMEX (2023-10 – Present)
Lead personalized financial advisory services to high-net-worth and institutional clients
- Lead personalized financial advisory services to high-net-worth and institutional clients, assessing their financial goals, risk tolerance and investment preferences.
- Developed and managed diversified investment portfolios, ensuring optimal diversification and aligned with client's risk tolerance and financial objectives.
- Implement investment strategies leveraging BlackRock-developed instruments, including mutual funds and ETFs, to achieve portfolio growth and risk management.
- Conduct in-depth market research and analysis, integrating findings into client discussions to provide insights and actionable recommendations.
- Built and maintained strong relationships with clients, delivering ongoing support and regular portfolio reviews, including performance analysis and adjustments based on market conditions.
Banking Intern at ACTINVER (2023-02 – 2023-10)
Collaborated with senior bankers in constructing tailored investment portfolios
- Collaborated with senior bankers in constructing tailored investment portfolios, aligning clients' financial goals and risk profiles with market opportunities.
- Prepared and managed investment contracts, ensuring accuracy and compliance with regulatory standards.
- Conducted market research to identify investment trends, providing data-driven insights to enhance client advisory services.
- Actively participated in client meetings, reviewing portfolios, opening investment contracts, and maintaining ongoing client relationships to ensure satisfaction and long-term success.
PS Commercial Returns Financial Intern at HP INC. (2021-10 – 2022-11)
Managed forecasting and planning models to monitor North America's commercial returns provisions
- Managed forecasting and planning models to monitor North America's commercial returns provisions, ensuring accurate expense tracking and provisioning for financial reporting.
- Consolidated and reported on current and in-transit inventories to mitigate operational risks and optimize supply chain efficiency.
- Collaborated with business leaders to guide strategic decision-making, offering actionable recommendations based on financial data and market conditions.
- Conducted in-depth financial analysis, gaining a holistic understanding of business operations to identify potential risks and impacts on profitability.
